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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,712 | $67,411-55.9% | $91,004-67.4% | $70,124-57.6% |
| Participation rate | 74.6% | 71.4%+3.3pp | 75.6%-1.0pp | 69.5%+5.1pp |
| Annual return | 16.68% | -40.16%+56.8pp | 4.60%+12.1pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,966 | $1,786+10.1% | $2,456-19.9% | $2,342-16.1% |
| Participant deferral / active EE | $2,330 | $2,823-17.5% | $3,548-34.3% | $3,332-30.1% |
| Admin fee / account holder | $4,715 | $4,236+11.3% | $5,417-13.0% | $4,645+1.5% |